South Asia Technology: In Q3 2026, DRAM, average selling price increased by over 60% month-on-month, with a corporate gross margin of 85.7%
Ai Focus
South Asia Technology releases its consolidated financial report for the third quarter of 2026, with operating revenue reaching NT$133.649 billion, a month-on-month increase of 61.9% and a year-on-year increase of 611.7%. The company stated that during this quarter, the average selling price of DRAM increased by over 60% month-on-month, and the gross margin rose to 85.7%. The revenue from AI infrastructure has exceeded 20%.
News from the IT Home on October 12th: Memory manufacturer Nanya Technology (Nanya) today released its consolidated financial report for the third quarter of 2026. The company achieved operating income of NT$133.649 billion (Note from the IT Home: The current exchange rate is approximately RMB 28.053 billion) in the previous quarter, representing a quarter-on-quarter increase of 61.9% and a year-on-year increase of 611.7%.
The DRAM ASP of South Asia Technology (average selling price) saw a quarter-on-quarter increase of over 60% in Q3 2026, while the shipment volume decreased slightly. The company's gross margin reached 85.7%, an increase of 6.2 percentage points from the previous quarter; the operating profit margin was 80.0%, up by 6.3 percentage points; and the net profit margin was 65.6%, an increase of 4.8 percentage points.
AI Infrastructure has accounted for over 20% of South Asia's tech industry's total revenue, and its future expansions will primarily target the AI projects based on long-term customer contracts.
South Asian technology's new wafer factory will be commissioned in Q1 2027, with a monthly wafer output of 30,000 by the end of 2028 and 50,000 by the end of 2030; new back-end facilities will introduce TSV, wafer stacking, and other 3DIC technologies within 2028; the third-generation 10nm process is expected to start sample delivery in Q1 2027, with subsequent processes progressing as planned.
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